Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

I was in a very difficult situation when I received Heidi’s number. I was in a desperate situation in a divorce/custody. And I’m sure I looked desperate and frazzled, but she assured me she would help me. I will never forget the days we spent in her office situating the legalities of my situation and she walked me through how court would be and how I was going to behave. (Which I needed I had never done this before) I behaved like I was supposed to and in all of the court hearings that we had to go through she made me feel like I wasn’t desperate anymore I just needed the right people on my team. I enjoyed working with Heidi, she is my friend and I am proud to call her my lawyer. And just an FYI because if I was looking for a lawyer in divorce/custody I would want to know the outcome…..I won. I am 110% satisfied with the outcome. Thank you HEIDI!

~ Karen S.

Heidi assisted me in creating the customer contract for my newly launched small business in Daytona Beach. My business is unique, and I searched for an attorney that I thought would provide the most value with broad based experiences and services. I now have a great contract and I would highly recommend Heidi.

~ Karen B

Estate Planning

If you are planning for your family’s future, you may have several questions about Estate Planning. Whether you are seeking guidance in writing a Last Will and Testament or you’re looking to setting up a Trust for your family, an experienced Estate Planning attorney can explain the entire process in detail.

 

Wills – Having a will in place is important no matter how old you are, whether or not you have children or a spouse, or what your finances are like. A will, in its simplest form, is a document that distributes your assets in the manner that you wish. However, this goes above distributing finances and property, estate planning preparation for a will includes documents like durable power of attorney, a healthcare directive and a living will: all things that designate how you wish yourself and your property to be dealt with in end-of-life situations. 

 

Trusts – Trusts may be put in place to reduce tax liability or to avoid probate and reduce expenses or limit other issues that may be encountered while settling an estate. There are four types of trusts: a revocable or living trust, an irrevocable trust, special needs trusts, and qualified income trusts. An estate planning attorney can smoothly guide you through what options are best for you and your family. 

 

Probate – Probate is the process of settling your estate, and with the help of an estate planning lawyer, you can situate your will in such a way that your family may be able to avoid the long and sometimes tense and divisive process of probate proceedings. 

 

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